I think storage pricing momentum is expected to carry the stock through the first half of 2026, but significant concerns regarding demand destruction may emerged for the latter half of the year. 

Further the present surge is driven by a "strategic reallocation" of manufacturing capacity toward high-margin AI components like High Bandwidth Memory (HBM), which is starving the supply of conventional DRAM and NAND for PCs and smartphones. This could boomerang too. But general consensus is that $Micron Technology(MU)$  could touch $500 in 2026.  So, keeping fingers crossed & a prayer on the lips.

# Micron, SNDK +10%! Morgan Stanley $450 Target Easy to Hit?

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  • 1PC
    ·01-18
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    🚀$MU市值突破$400B,得益于存储势头。📈许多人预计1H26将保持强劲,但⚠️需求破坏风险可能在2小时内隐现。向高利润HBM进行战略重新分配🤖💎推动AI收益,但DRAM/NAND匮乏📱💻-回旋镖风险。尽管如此,人们普遍认为到2026年价格将达到500美元。🤞🙏纪律、风险和机遇在这个记忆超级周期中碰撞。🔄@JC888 @Barcode @Shyon @koolgal @Shernice轩嬣 2000 @Aqa @DiAngel
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  • Jas2davir
    ·01-18
    You’re anticipating 500 by when?
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    • Subramanyan
      Impossible to time the market! by 2026 end it can.
      01-18
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  • CayChan
    ·01-18

    [Miser]  [Miser]  

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  • TheBigC3
    ·01-18

    很棒的文章,你愿意分享吗?

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  • 伟大的信息

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